USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.72B
1-Year Est. Return 17.24%
This Quarter Est. Return
1 Year Est. Return
+17.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.26B
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$15M
3
+$14.8M
4
KMI icon
Kinder Morgan
KMI
+$14.4M
5
DFS
Discover Financial Services
DFS
+$14.1M

Top Sells

1
+$60M
2
+$12.8M
3
+$9.52M
4
ABBV icon
AbbVie
ABBV
+$9.34M
5
LEN icon
Lennar Class A
LEN
+$9M

Sector Composition

1 Energy 18.03%
2 Technology 11.44%
3 Financials 8.93%
4 Industrials 6.48%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.08M 0.06%
13,895
+2,907
277
$2.08M 0.06%
16,385
+1,469
278
$2.07M 0.06%
96,844
+61,056
279
$2.07M 0.06%
15,759
-454
280
$2.06M 0.06%
53,485
-1,020
281
$2.06M 0.06%
40,361
-2,538
282
$2.05M 0.06%
28,540
+1,690
283
$2.05M 0.06%
53,135
+6,552
284
$2.03M 0.06%
10,140
+72
285
$1.99M 0.06%
47,133
+682
286
$1.99M 0.06%
+12,607
287
$1.98M 0.06%
26,140
-6,232
288
$1.97M 0.06%
80,000
289
$1.96M 0.06%
+25,133
290
$1.96M 0.06%
107,221
291
$1.95M 0.06%
6,379
+944
292
$1.95M 0.06%
44,418
-122
293
$1.94M 0.06%
24,390
+8,686
294
$1.93M 0.06%
38,897
-3,525
295
$1.92M 0.06%
42,629
-7,310
296
$1.92M 0.06%
14,542
-2,983
297
$1.92M 0.06%
46,751
-3,818
298
$1.9M 0.06%
43,549
+1,794
299
$1.9M 0.06%
30,776
+10,896
300
$1.9M 0.06%
10,091
-990
10 11
12
13 14